See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 7-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,871 | $105,181-68.7% | $159,436-79.4% | $85,850-61.7% |
| Participation rate | 89.7% | 75.8%+14.0pp | 82.8%+6.9pp | 69.3%+20.4pp |
| Annual return | 18.40% | 45.07%-26.7pp | 263.57%-245.2pp | 318.53%-300.1pp |
| Employer contribution / active EE | $3,884 | $3,318+17.1% | $4,829-19.6% | $2,565+51.4% |
| Participant deferral / active EE | $8,187 | $5,945+37.7% | $7,352+11.4% | $3,952+107.2% |
| Admin fee / account holder | $6,207 | $6,933-10.5% | $10,799-42.5% | $6,260-0.8% |